Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: Brooks Jackson who wrote (11907)	7/7/1998 6:30:00 PM
From: Robert Marsh	Respond to of 27307

No suggestions for banner pricing but a decline in prices could be due to the small number of hits. CNBC showed some data today that said the average web user spent about 5 and 1/2 hours on the web last week but clicked on 1.2 banners (on average). I think that's more banners than I've clicked on in the last six months. So much for that income source. Bubba

To: Brooks Jackson who wrote (11907)	7/7/1998 7:05:00 PM
From: Downer	Read Replies (1) \| Respond to of 27307

Regarding ad banner costs, I can offer the following ...banners will eventually become a thing of the past. Click through rates continue to drop except for certain offers, and the Web is becoming more and more cluttered -- thats why CPMs (the amount advertisers are willing to pay for each impression) are falling. Advertisers are becoming more keen about how to measure the value of exposure (is it the impression, the click through, or the sale/conversion rate) and that is what is putting pressure on ad rates. As more data is collected on ad banner effectiveness, better payout analysis is able to be conducted. In the short term, the reality is that banners are a commodity. Once broadband access hits the masses (probably 5 years out) the ad model changes completely. But until then, we're stuck with banners. The revenue potential now is in commerce deals where booksellers, travel agents, CD hawkers, etc. give up a cut of the margin to the facilitator (in this case Yahoo!). Couldn't believe the run-up in recent days, and had to go dive in (in with Aug 175 puts)...it definitely will be an interesting week! Downer